Leidos Holdings 배당 및 자사주 매입
배당 기준 점검 4/6
Leidos Holdings 수익으로 충분히 충당되는 현재 수익률 1.2% 보유한 배당금 지급 회사입니다. 다음 지급일은 30th September, 2026 이며 배당락일은 다음과 같습니다. 15th September, 2026.
핵심 정보
1.2%
배당 수익률
3.6%
자사주 매입 수익률
| 총 주주 수익률 | 4.8% |
| 미래 배당 수익률 | 1.4% |
| 배당 성장률 | 2.2% |
| 다음 배당 지급일 | 30 Sep 26 |
| 배당락일 | 15 Sep 26 |
| 주당 배당금 | n/a |
| 배당 성향 | 16% |
최근 배당 및 자사주 매입 업데이트
Recent updates
내러티브 업데이트 • Aug 06
LDOS: AI And Defense Contracts Will Drive Future Repricing Debate
Leidos Holdings' updated analyst price target framework points to a lower fair value of about $203.76 from roughly $213.73, as analysts factor in slightly softer revenue growth and a reduced future P/E multiple, while also reflecting modestly higher margin assumptions and a lower discount rate following recent research updates across the Street. Analyst Commentary Recent research on Leidos Holdings shows a mix of caution and optimism, with several bullish analysts still highlighting potential upside drivers even as many targets move lower.내러티브 업데이트 • Jul 23
LDOS: AI Logistics Partnerships Will Drive Future Repricing Debate
Leidos Holdings' analyst price target has been reset lower, with a revised fair value estimate moving from $225.00 to about $213.73 as analysts temper revenue growth and valuation expectations while modestly adjusting margin and discount rate assumptions. Analyst Commentary Recent Street research on Leidos Holdings shows a cluster of reduced price targets and rating changes ahead of upcoming earnings updates, with analysts reassessing expectations for revenue trends, healthcare exposure, and execution across key contracts.Seeking Alpha • Jul 14
Leidos Holdings: The Unseen Cash Flow Machine Fueling Aggressive Buybacks In Defense
Summary Leidos is deeply undervalued, with a STRONG BUY rating supported by robust free cash flow and an asset-light business model. LDOS benefits from inelastic, recession-proof government defense spending, long-term cost-plus contracts, and high revenue visibility via a substantial backlog. Segment restructuring reveals a blend of stable, inflation-indexed government revenue and high-margin health & civil operations, enhancing cash flow and resilience. DCF, relative, and dividend models all indicate 96–315% upside potential, with significant margin of safety even in pessimistic scenarios. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 09
LDOS: AI Contracts And Defense Wins Will Offset Healthcare Headwinds
The analyst price target for Leidos Holdings has been reduced by about $13, reflecting updated assumptions for slightly lower revenue growth, a marginally higher discount rate, modestly softer profit margins, and a lower future P/E multiple as analysts factor in pressures in the healthcare portfolio and adopt more cautious expectations for organic growth. Analyst Commentary Recent Street research on Leidos Holdings shows a split view, with some bullish analysts still positive on the company’s long term growth and others turning more cautious as they rethink expectations around organic growth, healthcare exposure, and valuation multiples.
새로운 내러티브 • Jul 02
AI And Cyber Pipelines Will Shape A Balanced Long Term Outlook
Catalysts About Leidos Holdings Leidos Holdings is a technology and engineering company that provides solutions in defense, intelligence, health, and infrastructure, primarily for U.S. government customers. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Jun 25
LDOS: Healthcare Headwinds Will Set Up Future Re Rating Opportunity
The updated analyst price target framework for Leidos Holdings edges lower, with fair value moving from $183.27 to $178.27 as analysts factor in recent downgrades, reduced targets tied to healthcare contract pressure, and more cautious assumptions for organic growth, margins, and future P/E. Analyst Commentary Recent Street research on Leidos Holdings has tilted more cautious, with several bearish analysts revisiting ratings and price targets as they reassess healthcare exposure, organic growth expectations, and earnings power.새로운 내러티브 • Jun 17
Leidos Stock Will Ride NorthStar 2030 And AI Missions For Long-Term Upside
Catalysts About Leidos Holdings Leidos Holdings is a technology-focused defense, intelligence, health, and infrastructure company that delivers mission-critical systems, services, and products to government and commercial customers. What are the underlying business or industry changes driving this perspective?분석 기사 • Jun 17
Leidos Holdings (LDOS) Stock Could Be 38% Undervalued After Downgrade And DHA Contract Pressure
Leidos Holdings (LDOS) is back in focus after a Jefferies downgrade and fresh concerns about profit margins and U.S. defense budgets, along with additional pressure from changes to a key Defense Health Agency contract. See our latest analysis for Leidos Holdings. Leidos Holdings has come under pressure, with the share price down 31.9% over the past 90 days and the 1 year total shareholder return declining 23.2%, although the 3 year total shareholder return of 38.0% still reflects earlier...내러티브 업데이트 • Jun 10
LDOS: Hypersonic Weapons Production Contract Will Drive Future Re Rating Potential
Analysts have trimmed their fair value estimate for Leidos Holdings by about $3 to $183.27, reflecting lower organic growth and profit margin assumptions after several firms cut price targets, including a Jefferies downgrade to Hold and reduced long term EPS expectations. This was partly offset by fresh positive coverage such as an Outperform initiation at BNP Paribas with a $165 target.내러티브 업데이트 • May 27
LDOS: Federal IT Wins And Hypersonic Programs Will Support Re Rating
Leidos Holdings' analyst price target has been revised lower by roughly $13 to about $186, as analysts update their models for a higher discount rate, a lower future P/E, and refreshed views from recent target cuts and a neutral initiation alongside one target increase. Analyst Commentary Recent Street research on Leidos Holdings has centered on recalibrated price targets, with several reductions and one increase, along with a fresh neutral initiation.내러티브 업데이트 • May 02
LDOS: Defense Tech Contracts And AI Alliance Will Offset 2026 VBA Drag
The updated analyst price target for Leidos Holdings has been trimmed by about $5 to roughly $199 per share. Analysts factored in recent target cuts around mixed Q4 results, modestly lower revenue growth assumptions, a slightly higher discount rate, and a somewhat lower future P/E multiple, even as profit margin expectations edge up.내러티브 업데이트 • Apr 17
LDOS: Defense Tech And AI Partnership Will Offset 2026 VBA Headwinds
Leidos Holdings' updated analyst price target has moved lower by about $5 per share to reflect a slightly higher discount rate, a reduced future P/E assumption, and tempered margin expectations, as analysts factor in mixed Q4 results, recent target cuts from several firms, and ongoing headwinds in Veterans Benefits Administration work, even as growth initiatives continue. Analyst Commentary Recent research updates on Leidos point to a more cautious valuation framework, even as some analysts still see upside tied to growth investments and capital allocation changes.내러티브 업데이트 • Apr 03
LDOS: Defense Tech And AI Contracts Will Offset 2026 VBA Slowdown
Analysts have trimmed the average price target for Leidos Holdings to $209 from about $212, reflecting slightly higher discount rate assumptions, modestly adjusted growth and margin expectations, and mixed reactions to recent Q4 results and contract headwinds. Analyst Commentary Recent research paints a mixed picture around Leidos Holdings, with both optimistic and cautious views emerging after the latest Q4 report, updated guidance, and evolving contract exposure.내러티브 업데이트 • Mar 19
LDOS: Defense Tech And AI Expansion Will Offset 2026 VBA Contract Slowdown
Analysts have trimmed the blended price target on Leidos Holdings by about $1.50 to roughly $212.50, reflecting slightly softer long term growth and margin assumptions after mixed Q4 results and evolving views on the VBA headwind and defense tech opportunities. Analyst Commentary Street research on Leidos Holdings has shifted toward a more balanced view, with price targets generally nudged lower and ratings clustered around Buy, Outperform, Hold, and Neutral.내러티브 업데이트 • Mar 05
LDOS: Defense Tech And AI Shift Will Offset 2026 VBA Headwinds
Analysts have reduced their blended price target for Leidos Holdings by about $4 to roughly $214, reflecting recent Q4 updates, mixed views on growth in 2026, and ongoing debate around the impact of slower Veterans Benefits Administration work versus opportunities in defense tech and other growth segments. Analyst Commentary Street research on Leidos presents a split view, with several firms trimming price targets after Q4 while still highlighting long term growth opportunities in defense technology and other higher growth areas.내러티브 업데이트 • Feb 18
LDOS: Defense Tech And AI Shift Will Support Premium Multiple
The updated fair value estimate for Leidos Holdings edges down to about $218 per share from roughly $219, as analysts adjust price targets lower, citing mixed Q4 results, a slowdown in Veterans Benefits Administration activity, and tempered views on future valuation and guidance, even as the company increases its focus on higher growth markets. Analyst Commentary Recent Street research on Leidos points to a split view, with some analysts focusing on long term growth opportunities and others stressing execution risks and valuation constraints following the latest Q4 report and guidance.내러티브 업데이트 • Feb 04
LDOS: Entrust Acquisition And AI Partnerships Will Support Premium Multiple
Analysts nudged their blended price target on Leidos Holdings slightly higher to about US$219.31, reflecting a modestly higher assumed future P/E multiple while balancing recent target moves tied to enthusiasm around the Entrust acquisition and caution over potential 2026 contract headwinds. Analyst Commentary Recent research on Leidos highlights a split view, with some analysts leaning into the potential of the Entrust acquisition and others more focused on contract concentration and 2026 risk.내러티브 업데이트 • Jan 21
LDOS: Health And Civil Strength And VA Contract Risk Will Shape Premium Multiple
Narrative Update: Leidos Holdings Analysts have trimmed their blended price target on Leidos Holdings by about $1 per share to $219, reflecting slightly more conservative assumptions on revenue growth, margins, and future P/E, after balancing recent target increases from firms citing strong execution and portfolio positioning with concerns around a key high margin contract and the timing of proving its sustainability. Analyst Commentary Recent research on Leidos highlights a mix of optimism around the core business and caution around a key contract that could affect medium term growth and valuation multiples.내러티브 업데이트 • Jan 07
LDOS: Health And Civil Strength And Pipeline Visibility Will Support Premium Multiple
Analysts have nudged their fair value estimate for Leidos Holdings higher to about $219.85 from roughly $218.08, citing stronger recent earnings, solid Health & Civil margins, a 1.3x book to bill, a US$69b near term pipeline, and a view that the company merits a premium P/E multiple within government services. Analyst Commentary Bullish Takeaways Bullish analysts see the recent earnings beat as support for a higher fair value, pointing to execution in Health & Civil margins as a key driver of profitability.내러티브 업데이트 • Dec 16
LDOS: Strong Health And Civil Margins Will Support Future Premium Multiple
Analysts have raised their price target on Leidos Holdings to approximately $218.08 per share from about $218.08. This reflects slightly stronger expectations for revenue growth and sustained margins, supported by robust book to bill trends, a sizable near term pipeline, and upside earnings performance with higher profitability guidance into 2025.내러티브 업데이트 • Dec 02
LDOS: Strong Health And Civil Margins Will Support Continued Margin Upside
Leidos Holdings saw its average analyst price target rise from $210 to $230 as analysts highlighted robust Health & Civil margins, a strong contract pipeline, and increased profitability guidance following recent earnings results. Analyst Commentary Recent analyst reports have highlighted several factors influencing sentiment around Leidos Holdings following the latest earnings results and guidance updates.내러티브 업데이트 • Nov 18
LDOS: Near-Term Contract Pipeline Will Drive Continued Margin Upside
Leidos Holdings' analyst price target has increased from $201.83 to $218.08 per share, as analysts cite strong margins in Health and Civil segments, a robust $69 billion pipeline, and raised profitability guidance as driving factors for the upward revision. Analyst Commentary Recent analyst reports have highlighted several factors that shape both the bullish and cautious outlooks for Leidos Holdings following its stronger-than-expected earnings performance and revised guidance.분석 기사 • Nov 06
Leidos Holdings (NYSE:LDOS) Is Increasing Its Dividend To $0.43
Leidos Holdings, Inc. ( NYSE:LDOS ) will increase its dividend from last year's comparable payment on the 31st of...내러티브 업데이트 • Nov 02
LDOS: Federal Health And Security Spending Will Drive Steady Performance Ahead
Leidos Holdings saw its analyst price target rise from approximately $198.50 to $201.83. Analysts cited the company’s ongoing momentum in health services, robust margins, and its positioning to benefit from expanding federal funding priorities.내러티브 업데이트 • Oct 18
Government Funding And Digital Transformation Will Create Future Value
The average analyst price target for Leidos Holdings was raised by approximately $4 to $198.50. Analysts highlighted improving healthcare margins, stronger execution in health and defense services, and the company's positioning to benefit from recent government funding priorities.내러티브 업데이트 • Oct 04
Government Funding And Digital Transformation Will Create Future Value
The analyst price target for Leidos Holdings has been increased by approximately $2 to $194.71, as analysts cite ongoing strength in healthcare margins, opportunities in defense solutions, and improved business execution as key factors supporting the higher valuation. Analyst Commentary Recent Street research updates reflect a generally positive outlook on Leidos Holdings, with multiple analysts raising their price targets and upgrading the stock in response to improved business execution and strong performance in key sectors.내러티브 업데이트 • Sep 19
Government Funding And Digital Transformation Will Create Future Value
Upward analyst revisions for Leidos Holdings reflect confidence in its strategic investments in health and border security, strong healthcare margins, and effective leadership, resulting in a modest price target increase from $190.15 to $192.66. Analyst Commentary Bullish analysts highlight Leidos' strategic investments in veteran health, border security, and autonomous maritime, positioning the company to benefit from new government funding priorities.분석 기사 • Sep 06
Here's Why Leidos Holdings (NYSE:LDOS) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...내러티브 업데이트 • Sep 04
Government Funding And Digital Transformation Will Create Future Value
Analysts maintain a positive outlook on Leidos Holdings due to strong execution in Health Services, favorable positioning for government funding priorities, increased management confidence, and a strategic pivot toward higher-margin growth sectors, resulting in an unchanged $186.69 price target. Analyst Commentary Continued strength and solid execution within Leidos' Health Services business, contributing to improved outlook and confidence.Seeking Alpha • Apr 15
Leidos: A Defense Company To Consider
Summary Leidos Holdings, Inc. operates in defense, IT security, data analytics, and healthcare, recently realigning into four segments: National Security & Digital, Health & Civil, Commercial & International, and Defense Systems. Leidos has shown strong performance, boasting a 450% total return over the past decade, exceeding returns of the overall market. The company has been growing its dividend for a few years, but I think they could offer investors higher increases. Read the full article on Seeking Alpha예정된 배당 지급
지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: LDOS 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.
배당금 증가: LDOS 의 배당금 지급은 지난 10 년 동안 증가했습니다.
배당 수익률 vs 시장
| Leidos Holdings 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (LDOS) | 1.2% |
| 시장 하위 25% (US) | 1.3% |
| 시장 상위 25% (US) | 4.0% |
| 업계 평균 (Professional Services) | 2.2% |
| 분석가 예측 (LDOS) (최대 3년) | 1.4% |
주목할만한 배당금: LDOS 의 배당금( 1.2% )은 US 시장에서 배당금 지급자의 하위 25%( 1.31% )와 비교해 주목할 만하지 않습니다.
고배당: LDOS 의 배당금( 1.2% )은 US 시장에서 배당금 지급자의 상위 25%( 3.99% )와 비교해 낮습니다.
주주 대상 이익 배당
수익 보장: 지급 비율 ( 15.5% )이 낮기 때문에 LDOS 의 배당금 지급은 수익으로 충분히 충당됩니다.
주주 현금 배당
현금 흐름 범위: 현금 지급 비율 ( 10% )이 낮기 때문에 LDOS 의 배당금 지급은 현금 흐름으로 완전히 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/16 04:50 |
| 종가 | 2026/08/14 00:00 |
| 수익 | 2026/07/03 |
| 연간 수익 | 2026/01/02 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Leidos Holdings, Inc.는 24명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| David Strauss | Barclays |